Fatema Udaipurwala Insurance Advisor

Services we Offer

• Life Insurance Services

• Air Conditioning
• On-site Parking
• Online Booking
• Restrooms
• Waiting Area
• Wheelchair Accessibility
• Wi-Fi

About

As a licensed Financial Adviser with Eagle Strategies LLC and a licensed agent to sell insurance through New York Life Insurance Company, I offer personalized financial advice and strategies tailored to each client's unique needs and goals. With over two decades of experience in financial services, I specialize in insurance and investment planning, asset allocation and diversification, retirement, long-term care planning, and estate/legacy planning for high-net-worth individuals and privately held businesses. I hold the prestigious CFA designation and have participated in New York Life's training program. My client-centered approach involves creating personalized plans to help clients achieve financial security and peace of mind.